Wednesday, April 8th from 7:30am to 11:30am at the Ironlight in Lake Oswego

Register now

What to expect

Plan sponsors play life-changing roles for their employees. We want to provide you the latest tools and strategies so you can offer stronger retirement options.

Complimentary breakfast, coffee, and tea will be provided.

Event Topics:

  • M&A 101: Navigating 401(k) Compliance Risks and Organizational Transitions  

  • Washington Update: A Practical Look at Litigation, Legislation, and Regulation

  • Engaging Employees in 2026: ALICE & Impactful Tools to Support Employee Wellbeing

Earn SHRM CE credits for attending.

Lodging

For those in need of a place to stay, a special room rate has been arranged with The Grand Hotel at Bridgeport. Use the link below to make a reservation.

hotel booking

Testimonials from past attendees

Our live event speakers

BONNIE TREICHEL, JD・FOUNDER AND CHIEF SOLUTIONS OFFICER・ENDEAVOR RETIREMENT

Bonnie’s passion is sharing her knowledge with financial advisors. When she founded Endeavor Retirement, her goal was to make retirement legislation easy to understand. She keeps advisors up to date on the rules and regulations through her webinars, presentations and consultation. The result — advisors and consultants help more people access their retirement savings.

RYAN HALLEY, PH.D.・SVP OF FINANCIAL WELLNESS ・RIVERMARK COMMUNITY CREDIT UNION

He holds a doctorate in Personal Financial Planning from Texas Tech University and an MBA with a concentration in Finance from The Ohio State University. Ryan has his CERTIFIED FINANCIAL PLANNER™ certification and is a Certified Financial Therapist. Dr. Halley is also a Professor of Finance and Financial Planning at George Fox University, where he directs a CFP® Board Registered Program near Portland, OR.

ANDREW NELSON, AIF, MBA・


CEO, MANAGING PARTNER・
HUMAN INVESTING

Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.

EVE BELL, QKA・PARTNER, DIRECTOR OF WORKPLACE ADVISORY・HUMAN INVESTING

Eve is a qualified 401(k) administrator and helps clients navigate the nuanced and complex landscape of qualified retirement plans. She provides plan design expertise and advocating for employers and their employees.